Are you an owner or partner of an accounting firm? Join our managing director Terry Putney, a renowned expert in accounting firm mergers and acquisitions, as he delves into strategies to compete with Private Equity (PE) firms! https://lnkd.in/g-WpQ4rY In this webinar, you will be able to: 1. Discover how PE firms are structuring their deals. 2. Understand the latest trends in deal structure and valuation in traditional M&A transactions. 3. Learn why some firms are attracted to PE firms and how you can turn this to your advantage. 4. Address common objections from potential sellers about PE-type deals. 5. Gain insights into leveraging differences between PE-backed and traditional deals. Secure your spot today and gain valuable insights from Terry Putney, a leader in the field of accounting firm acquisitions! https://lnkd.in/g-WpQ4rY
Whitman Transition Advisors LLC
Accounting
New York, NY 10,569 followers
Because it's your Life!
About us
WHITMAN TRANSITION ADVISORS is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms. WHITMAN TRANSITION ADVISORS provides merger and acquisition, strategic talent acquisition and practice management consulting services to small, medium and large firms; from sole practitioners to world-class global firms. We understand the industry and have solid relationships with leadership at many small, medium and Top 100 firms in the country. We pride ourselves in our consultative approach to hiring and practice growth through Mergers & Acquisitions. As a result of our relationships we are able to find you the best new partner for your firm, the best new partner position for yourself, or the best merger firm for your practice.
- Website
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http://www.whitmanbiz.com
External link for Whitman Transition Advisors LLC
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2008
- Specialties
- CPA Firm Merger & Acquisition, Partner Talent Acquisition, Partner Retreat Facilitation, Practice Management Consulting, Lead Generation Services, Training & Coaching, Practice Growth Multiplier, Business Plan Creation, Sustainability Studies, Partner Compensation Consulting, Outplacement Services, Business Development Training, Future Leadership Training, CPA Firm International Association Consulting, Post Merger Integration Consulting, Pre-Merger Readiness Assessments, Technology Assessments, Human Resource Department Assessments, Risk Management Consulting, and Managing Partner Coaching
Locations
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Primary
New York, NY 10017, US
Employees at Whitman Transition Advisors LLC
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David Wolfskehl
Creating new opportunities and expanding connections. These are what's most important to me. If you want to join or partner with our team, let's chat!
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Joel Sinkin
Partner, Whitman Transition Advisors, LLC; Experienced Strategist, Advisor, Facilitator, Educator and Author
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David E. Kells Jr.
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Wendy Barlin CPA
Offering a Done For You Service - Helping Professional Service Firm Owners go from Frustration to Freedom. Operations, Systems, Processes and Profit…
Updates
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Tip of the Week: Prioritize Employee Development At Whitman Transition Advisors LLC, we know that a well-trained team is the backbone of any successful firm. Investing in regular training and development programs not only enhances skills but also boosts morale and retention. Empower your team to be more competent, motivated, and ready to drive your firm’s success. #EmployeeDevelopment #TeamGrowth #BoostMorale #WorkforceExcellence #CPAFirms
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We're #hiring a new Tax Manager-High Net Worth in Los Angeles Metropolitan Area. Apply today or share this post with your network.
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We understand that strategic transitions can open the door to new possibilities and significant growth. By carefully navigating these changes, we help firms not only adjust their course but also seize opportunities that drive long-term success. Ready to explore new growth opportunities? Connect with Philip Whitman, CPA, CEPA today! Visit us at www.whitmantransition.com #StrategicTransitions #GrowthOpportunities #WhitmanTransitionAdvisors #BusinessGrowth #CPAFirms
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We're #hiring a new Senior Tax Accountant - CPA Firm up to $120k/Hybrid in New York City Metropolitan Area. Apply today or share this post with your network.
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We're #hiring a new Senior Tax Accountant - CPA Firm - $90k-$120k/Hybrid in Somerset, New Jersey. Apply today or share this post with your network.
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We're #hiring a new Tax Manager - CPA Firm - up to $150k/Hybrid in New York, New York. Apply today or share this post with your network.
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We're #hiring a new Tax Senior: NYC CPA firm- $95K to $120K in New York City Metropolitan Area. Apply today or share this post with your network.
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Ready to transform your firm? Book a meeting with Philip Whitman, CPA, CEPA today! Our experts tailor strategies for streamlined operations, enhanced efficiency, and sustainable growth. Elevate your firm's performance with our consulting expertise! Visit us at www.whitmantransition.com #PracticeManagement #ConsultingExcellence #CPAFirm #CPAAdvisory #SustainableGrowth
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Whitman Transition Advisors LLC reposted this
We Did It – 10,000 Followers! 🎉 When I first joined Whitman Transition Advisors, it was a little community of just over 1,500 followers. Fast forward two years, and thanks to a lot of hard work, dedication, and some serious networking, we've tripled our community! Huge shoutout to everyone who's followed, connected, and engaged with me – you are the real MVPs! Your support keeps me motivated to continue bringing you valuable content, opportunities, and insights to help boost your career and help you find better firms and new homes. To all my amazing connections and the LinkedIn community: here's to more growth, learning, and success together! And hey, if you're looking for rewarding opportunities in the public accounting space, don't be a stranger – hit that follow button and reach out! 😉 ----- #MilestoneMadness #Grateful #NetworkingNinja #CommunityLove #ThankYou #WhitmanTransitionAdvisors #RecruiterLife #CareerGrowth #LinkedInSuccess